Pacific Sage Partners is an established, independent, fee-only RIA. Always looking forward, Pacific Sage Partners seeks to be a legacy firm that will grow with our clients and their families for many years to come. We offer ample growth opportunities for our team members. Our team operates collaboratively with a clear vision, mission, and core values that are integrated into everything we do.
Our shared Core Values: Trust, Knowledge, Empathy, Collaboration, Empowerment, Ownership, Generosity, Humor
We celebrate teamwork and encourage a collaborative approach to serving our clients, solving problems, and practicing innovation. We discourage silos and fiefdoms.
We encourage work-life balance, which means being equally fulfilled in our personal life and professional life.
Employees are encouraged to learn and challenged to grow.
Our office is located in a beautiful, Northwest neighborhood setting allowing for free parking and nature breaks during the day.
A collaborative work environment with team members who have combined financial industry experience exceeding 75 years
Cutting-edge CRM software which is integrated with advisor investment analysis tools
Industry research partnerships to support investment decision-making and success
Ergonomic workspace individualization and up-to-date computer and phone systems for healthy, productive work
Competitive salary
Bonuses for excellent individual performance
Bonuses for contributions to excellent firm performance
Bonuses for employee recruitment for key positions
Ownership and profit-sharing opportunities
Medical, dental, vision, and life insurance
Paid vacation and sick time
401k program with company match
Corporate Membership Marketplace with special discounts
Industry accreditations and certifications are encouraged and may be paid for.
Applicable, approved industry training and conferences are paid for.
Appropriate industry association memberships are paid for.
Firm-wide team building training
Additional employee growth is focused on the Gallup StrengthsFinder assessment tool.
Cross-training is available and encouraged.
Welcome to Pacific Sage Partners.
We’re fiduciaries and wealth managers who truly value helping others achieve their financial goals.
505 5th Avenue S, Suite 104
Edmonds, WA 98020
888.533.8148
© Pacific Sage Partners, LLC - 2023 | Website by Incorpmedia
9876 West Green Street
Phone: 1-800-987-6543
Mobile: 1-800-345-6789
Email: info@your-domain.com
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Interested in joining the Pacific Sage Partners team? Please take a look at the current job openings below and apply today!
A Financial Advisor at Pacific Sage Partners is responsible for advising clients on financial and investment matters with the goal of preserving our clients’ wealth. As a fiduciary, financial advisors at Pacific Sage Partners work in the best interest of our clients. The Financial Advisor manages existing client relationships and develops new client relationships. The Financial Advisor is the revenue generator for the firm. Therefore, our company’s product, excellent wealth management, depends on the performance of our financial advisors.
The Financial Advisor uses financial industry technical specialists and other research resources in various areas of expertise to formulate recommendations for clients. Every Financial Advisor at Pacific Sage Partners is asked to become the resident expert in a discipline of the wealth management offering (e.g., social security planning, Medicare, tax planning, etc.) The Financial Advisor may also work with, train, or supervise other staff in financial advisory services of Pacific Sage Partners. Pacific Sage Partners is a small but established and growing firm. Therefore, all employees must be willing to jump in to fill gaps where needed and contribute to solving problems to ensure that clients are well-served and the firm runs smoothly. The Financial Advisor is expected to support and amplify our firm’s core values and culture, and model this behavior for others.
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